Referrals are one of the most powerful ways for insurance agents to grow their client base and reputation, offering high conversion rates and leveraging trust without the need for extensive marketing. Clients referred through trusted sources arrive with built-in confidence, making for quicker, stronger relationships. Read on to learn how to create and nurture a reliable referral network that can elevate your success.

With Medicare AEP (Annual Enrollment Period) just around the corner, running from October 15th to December 7th, it’s time for agents to ensure they’re fully prepared. Whether you’re an experienced agent or new to the field, having everything in place ahead of time is crucial for success. Here’s an essential AEP countdown checklist to help you stay organized and ready to provide the best service to your clients.